Feature

Merge fields for a contact's relationship

Email templates have a new Relationship section in the merge-field picker:

  • {{relationship.first_name}}
  • {{relationship.last_name}}
  • {{relationship.full_name}}
  • {{relationship.email}}
  • {{relationship.phone}}

They fill in details of the contact this person is linked to, for example a spouse kept as a separate contact. A template can now say “Hi Mark, it was great meeting you and Elena” without anyone typing the name.

If a contact has several relationships, the first one added is used. If a contact has no relationship, the fields are left blank. When an automation emails a related contact, these fields show the contact receiving the email.